IRS Offers Late Portability Election Relief to Estates

IRS Offers Late Portability Election Relief to Estates

By Dalton Bradshaw, CPA On July 8, 2022, in a taxpayer-friendly move, the IRS announced relief for estates making a late portability election for a deceased spousal unused exclusion (DSUE)

Read More
Blog Placeholder Image

Proposed Regulations Take Aim at Estate and Gift Basic Exclusion

Written by Dalton Bradshaw, CPA In 2017, the passage of the Tax Cuts and Jobs Act (TCJA) brought about numerous provisions aimed at benefiting taxpayers, including within the estate and

Read More

Local Firm. National Knowledge. Global Reach.

Get In Touch